# ARX Management, LLC

> ARX Management, LLC is an SEC-registered investment advisory firm in El Segundo, CA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 305659
- Filed as: ARX MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Segundo, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305659
- AdvisorCensus page: https://advisorcensus.com/firm/arx-management-llc-el-segundo-ca-305659

## Quick answers

**How is ARX Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), ARX Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is ARX Management, LLC located?**
ARX Management, LLC's principal office is in El Segundo, CA, according to its Form ADV.

**Is ARX Management, LLC registered with the SEC or a state?**
ARX Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 305659.

**How much does ARX Management, LLC manage?**
ARX Management, LLC reports $586,489,019 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have ARX Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for ARX Management, LLC: Regulatory assets under management: $1,301,645,719 in the October 2021 data and $586,489,019 in the October 2026 data, down 55%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does ARX Management, LLC serve?**
By number of clients on Form ADV Item 5.D: other (29).

**Which custodians does ARX Management, LLC use?**
ARX Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Huntington National Bank and US Bank Trust Services as custodians holding 10% or more of its separately managed account assets.

**Does ARX Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305659

**Does ARX Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Our standard minimum account size is $1 million. Principals of ARX and its affiliates are not subject to a minimum account size requirement."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000

> Our standard minimum account size is $1 million. Principals of ARX and its affiliates are not subject to a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Huntington National Bank
- US Bank Trust Services

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $586,489,019
- Discretionary: $586,489,019
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | 29 | $586,489,019 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arxmgmt.com
- facebook.arxmgmt.com
- linkedin.arxmgmt.com
- qsfexperts.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,301,645,719 | 3 | March 31, 2021 |
| October 2022 | $1,096,563,018 | 3 | March 31, 2022 |
| October 2023 | $1,029,441,874 | 4 | March 31, 2023 |
| October 2024 | $728,349,721 | 5 | February 19, 2024 |
| October 2025 | $573,388,348 | 5 | April 1, 2025 |
| October 2026 | $586,489,019 | 4 | March 31, 2026 |

Regulatory assets under management: $1,301,645,719 in the October 2021 data and $586,489,019 in the October 2026 data, down 55%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ARX Management, LLC (CRD 305659): Form ADV filing data as of October 2026.